GUIDES

Overview

Use the Template Settings Page to control Automatic Templates, Quick Labels and the Consent Button.

You can also create or delete Template Collections here.

To open the Template Settings page, click on the menu icon and choose Settings.




    Auto Templates

    Auto templates save you time writing the same thing over and over again. They're great for note entries that are likely to be the same for every note, such as your assistant's name or practice/clinic location.

  1. Press edit.



  2. Type or change the text in the fields.

  3. Press save to update changes.

  4. Verify your note template – it will appear in your notes exactly as displayed within the grey highlighted area.

    Auto Template
  5. Check the box to make this template activate every time you create a new note (or un-check to disable automatic behaviour).

    Auto On/Off
  6. Auto templates can be easily and quickly updated from this page whenever the details change.



    Custom Checkbox

    This template is added when you click on the 'checkbox' in the Notepad. We use VCO (short for, verbal consent obtained) but you can change it to anthying. If you don't want to use this function, use the switch to hide the checkbox from view.



    Quick Labels

    Quick Labels can be used for things like drug batch numbers (eg local anaesthetics) or laboratory names. These are things that don't change very often, but when you need to update the details, you'll be able to do so quickly and easily from the settings page. If you add a Quick Update Label to one your general note templates, both the 'Label Description' and the 'Label' will be added to your note template automatically every time you use it.

    All templates where you’ve used a Quick Update Label will be displayed on the Template Settings Page.

    You can quickly change the 'Label' from this screen. So for instance, when you change to a new batch number, just update the new number here. This new number will update your main template.

    See the guides section on Making Templates to learn how to add a Quick Label to one of your templates.



      Template Collections

      A Collection is a folder of different templates organised by categories.

      You could have different Collections for different purposes. Alternatively you could keep all your templates in a single Collection.

      From the note writing screen (the Notepad) it's easy to switch Collections by pressing the options toggle.

      To make a new Collection follow the steps below:

    1. Press the green 'Create Collection' button.

      Create Collection
    2. A new field will appear. Type in a name/label for your new Collection then press Save to update changes.

    3. Select the relevant radio button for that Collection to choose which one you wish to use in the Note Pad. (you can only use one Collection at a time).

      Delete a Collection

      Permanently delete a Collection by pressing the minus icon.

      WARNING: if you delete a Collection it is not possible to get it back.

      Rename a Collection

    1. Press Edit

    2. Rename your collection then press save.